Maximos Behnan

Employer firm

Ways Investment Advisors LLC CRD 313570

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 05/2018
  Bright Future Financials Inc
  Glendale, CA
• 05/2014 → 10/2016
  Transamerica Financial Advisors, Inc
  Encino, CA
• 04/2017 → 02/2018
  Hd Vest Investment Services
  Glendale, CA
• 04/2017 → 08/2018
  Hd Vest Insurance Agency, Inc
  Irving, TX
• 04/2017 → 02/2018
  Hd Vest Advisory Services
  Glendale, CA
• 10/2014 → 12/2021
  3Is Inc.
  Northridge, CA
• 04/2019 → 04/2021
  Avantax Investment Services, Inc.
  Northridge, CA
• 04/2019 → 04/2021
  Avantax Advisory Services
  Northridge, CA
• 04/2019 → 04/2021
  Avantax Insurance Agency, Llc
  Northridge, CA
• 03/2021 → Present
  Ways Investment Advisors Llc
  Glendale, CA
• 07/2020 → Present
  Bullseye Tax Relief
  Northridge, CA

Previous Registrations

• 2021-07-27 → 2024-12-31
  Ways Investment Advisors Llc
  Valencia, CA
  Valencia, CA
• 2019-04-15 → 2021-04-21
  Avantax Advisory Services
  Northridge, CA
• 2017-04-25 → 2018-02-26
  Avantax Advisory Services
  Northridge, CA
• 2014-05-28 → 2016-10-10
  Transamerica Financial Advisors, Llc
  Woodland Hills, CA
• 2012-08-13 → 2012-10-19
  Transamerica Financial Advisors, Llc
  Woodland Hills, CA

Other Businesses

1- InvestGo LLC. The mailing address is 2940 N Verdugo Rd, 214. Glendale, CA91208, President and CEO. A Real Estate Consulting and Prop technology company providing solutions to agents/ brokers, developers, and consumers and uses InvestGoMarket.com to list opportunities in residential, commercial, business for sale, and direct project investments with international real estate developers incStart date 2/1/2022 and spends 30-40 hours a week. 2- Ways Investment Adviors LLC. The mailing address is 23327 Cuestport, Valencia, CA 91354, President and CEO. Start Date 10/12/2020 A registered investment advisory firm. 5 hours of work per week 3-. Bullseye Tax Relief, Inc. ~Virtual Location, no business address. President and CEO. The company offers tax consultation services but is in the process of closing. Start date: 07/2020; ~1-2 hrs per month - and none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-10
• S63 Uniform Securities Agent State Law Examination
  2012-08-03

Other Names

• Maximos G Behnan